Use an existing, third party Lightning component that provides filtered related list functionality, such as this one from Salesforce Labs. (Disclaimer: not my component, and I haven't used it personally). Write your own Lightning component that filters the related list appropriately.
- Open the page layout of the source object's record: ...
- Choose related list on which you want to change or modify filters and click on the wrench icon to open properties.
- Select fields to be added as columns in the related list.
- Click on ok and save the page layout.
How to filter the related list in Salesforce Lightning?
Use an existing, third party Lightning component that provides filtered related list functionality, such as this one from Salesforce Labs. (Disclaimer: not my component, and I haven't used it personally). Write your own Lightning component that filters the related list appropriately.
How to add filters to a related list?
5) Open the related list and click on filters section and the filters section will show all the filters added as columns in the related list. Note: We cannot apply formula fields as filters on related list.
How to filter child records in a related list?
In your case you have child records that you are displaying in a related list and that you cannot utilize filtering here. You can only choose fields available on the record or related to the record. On record pages, you can choose record fields or advanced fields, such as fields from related objects or from a global object like User.
How to show filtered related list in opportunity page?
Use a solution like Doug Ayers' to create synthetic related lists that are inherently filtered, and then utilize the standard Lightning related list component to show that filtered related list. Show activity on this post. I am not able to add filter based on order record type in Opportunity page layout.
How do I find related lists in Salesforce?
Related list buttons (1) are located in the upper-right corner of each related list card. If there are multiple buttons, use the pull-down menu to access them. Each item in a related list card includes a link (2) that opens the related record.
How do I show a field in a related list in Salesforce?
Customize Related ListsAccess the page layout editor.To edit a related list, double-click its tab. ... Select which fields to include in the related list, define the order in which the fields display, and select the record sort order. ... If desired, select other page layouts to apply your related list customizations to.More items...
How does related list work in Salesforce?
The Related List - Single component shows a list of related records based on one specific object. For example, if you're looking at a contact detail page, you can specify to see the cases related to that contact, without seeing all other types of related records.
How do I hide a related list in Salesforce?
0:030:54How to hide related lists in the record details page? - YouTubeYouTubeStart of suggested clipEnd of suggested clipSide if you wanted to hide any one of these related lists click on the three horizontal lines nextMoreSide if you wanted to hide any one of these related lists click on the three horizontal lines next to the related list and select the related list and move it to the unselected.
Can you filter a related list in Salesforce?
2) Choose related list on which you want to change or modify filters and click on the wrench icon to open properties. 4) Click on ok and save the page layout. 5) Open the related list and click on filters section and the filters section will show all the filters added as columns in the related list.
How do I create a related list of objects in Salesforce?
Add, Remove, or Edit Related ListsClick. , then click Setup.From Setup, click the Object Manager tab.Click an object, for example, Course.Click Page Layouts.Click an page layout, for example, HEDA Course Layout.Modify the related lists. To add a related list, in the palette, click Related Lists. ... Click Save.
What is related lookup filters in Salesforce?
Improve user productivity and data quality with lookup filters. Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.
How do you show a related list in lightning component?
Salesforce Lightning Component to Display Contacts Related to particular Accountpublic with sharing class AjinkyaTestLightningAccController.{@AuraEnabled.public static list
How do you add a related list to a lightning page?
Click Page Layouts. Click the page layout you want to customize. In the list of available items in the left pane, click Related Lists. Drag Files to the Related Lists section and click Save.
How do I remove a related list from page layout in Salesforce?
Under "Customize" section, click on Account object. Access the Account page layout. Remove any related list from the page layout (for example, Notes) and drag it back to the palette. Click Save.
Why can't user See related list?
If the Related List is not added in the Customize Page Personal Settings of the affected user, even if they have the same Profile, Permission and Page Layout assigned as to what their colleague has, then they will still not see the respective related list in the record that they are viewing.
Why is a related list not showing in lightning?
To display the Related List in Lightning, the Object's Field Level Security must be set to "Read" for all profiles within the Profile Setup. For instructions, see our "Set Field-Level Security for a Single Field on All Profiles" documentation.